We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1476
Smallwood Wealth Investment Management
New Jersey
$11.9K – – –
RIM
1477
Ryan Investment Management
Colorado
$11.9K +$11.2K +65 New
YDMI
1478
Y.D. More Investments
Israel
$11.6K +$5.52K +32 +100%
FCG
1479
Financial Connections Group
California
$11K +$11.2K +65 New
SFSG
1480
Sound Financial Strategies Group
Mississippi
$10.1K +$6.21K +36 +189%
VCM
1481
Versant Capital Management
Arizona
$9.87K – – –
PWM
1482
Parkworth Wealth Management
California
$9.51K – – –
MS
1483
Marshall & Sullivan
Washington
$9.32K +$8.8K +51 New
AEPWM
1484
Atlantic Edge Private Wealth Management
Florida
$9.14K -$1.55K -9 -15%
MSG
1485
Main Street Group
Virginia
$9.14K +$8.63K +50 New
GWM
1486
Grand Wealth Management
Michigan
$8.78K -$7.77K -45 -48%
AF
1487
Alerus Financial
North Dakota
$8.78K +$8.28K +48 New
OHWP
1488
Oak Harbor Wealth Partners
North Carolina
$8.78K +$8.28K +48 New
HWM
1489
HighMark Wealth Management
Minnesota
$8.43K +$7.94K +46 New
TLA
1490
Tanglewood Legacy Advisors
Texas
$7.5K – – –
RPA
1491
Redwood Park Advisors
California
$7.31K +$6.9K +40 New
WOSD
1492
WFA of San Diego
California
$6.22K +$5.87K +34 New
FNWA
1493
Financial Network Wealth Advisors
Utah
$4.57K -$9.84K -57 -70%
PMIM
1494
Prudent Man Investment Management
Colorado
$4.27K – – –
LCM
1495
Logan Capital Management
Pennsylvania
$4.2K -$11.2K -65 -74%
BWM
1496
Bernard Wealth Management
Michigan
$3.89K – – –
MFC
1497
Morris Financial Concepts
South Carolina
$3.84K – – –
FG
1498
Fairman Group
Pennsylvania
$3.47K – – –
EWP
1499
Elevation Wealth Partners
California
$3.18K – – –
JHCP
1500
Jackson Hole Capital Partners
Oklahoma
$2.74K – – –
58 59
60
61 62